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Tandem Investment Advisors’s NBT Bancorp NBTB Stock Holding History

Tandem Investment Advisors’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,973
Closed -$376K – 90
2023
Q4 		$376K Buy
+8,973
New +$324K 0.02% 65

Other funds holding NBTB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tandem Investment Advisors's NBTB Position: Q1 2024 in Review

Tandem Investment Advisors sold out of NBT Bancorp (NBTB) in Q1 2024, closing a stake of 8,973 shares — an estimated $376K sold.

Tandem Investment Advisors first reported a position in NBTB in Q4 2023 and held it in 1 quarter. The position peaked at $376K in Q4 2023. 193 funds tracked by Wall St. Rank hold NBTB as of Q1 2024.

  • Tandem Investment Advisors reported no remaining NBT Bancorp position as of Q1 2024 after selling out during the quarter.
  • Tandem Investment Advisors sold 8,973 NBT Bancorp shares in Q1 2024, an estimated $376K.
  • Tandem Investment Advisors first reported a position in NBT Bancorp in Q4 2023 and held it in 1 quarter.
  • Tandem Investment Advisors's NBT Bancorp position peaked at $376K in Q4 2023.
  • 193 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2024.

Based on Tandem Investment Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.